Anic Equity¶
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Total return since start: 0.57 %¶
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Equity now: -----------------------------> 47972.47 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46577.59 Kr¶
PnL: ---------------------------------------> -310.98 Kr¶
DD now: ---------------------------------> -1.352 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 14:22:23.703649'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 2.760000 | 2870.000000 | 234.000000 | 8.880000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.170000 | 3130.400000 | 159.400000 | 5.370000 | 2971.000006 |
| Corem Property Group B | 59 | 5.410000 | 677.910000 | 100.910000 | 17.490000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 5.360000 | 447.800000 | 92.800000 | 26.140000 | 355.000000 |
| HMS Networks | 2 | 1.400000 | 722.000000 | 49.000000 | 7.280000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 3.890000 | 269.280000 | 23.280000 | 9.460000 | 246.000000 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Nordea Bank Abp | 29 | 0.790000 | 3476.520000 | 22.520000 | 0.650000 | 3453.999992 |
| OEM International B | 7 | 1.560000 | 545.300000 | 17.300000 | 3.280000 | 527.999997 |
| Midsona B | 63 | 1.060000 | 598.500000 | 15.500000 | 2.660000 | 582.999984 |
| MedCap | 2 | 2.830000 | 436.000000 | 15.000000 | 3.560000 | 421.000000 |
| Coor Service Management Hold. | 8 | 0.150000 | 546.800000 | 14.800000 | 2.780000 | 532.000000 |
| Intrum | 4 | 1.430000 | 540.000000 | 13.000000 | 2.470000 | 527.000000 |
| Boozt | 12 | -0.220000 | 1666.800000 | 12.800000 | 0.770000 | 1653.999996 |
| Eastnine | 4 | -0.470000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| AcadeMedia | 12 | 0.980000 | 566.880000 | 9.880000 | 1.770000 | 557.000004 |
| Norva24 Group | 16 | -0.230000 | 552.000000 | 9.000000 | 1.660000 | 543.000000 |
| Resurs Holding | 22 | -0.380000 | 582.780000 | 8.780000 | 1.530000 | 573.999998 |
| Essity A | 4 | -0.170000 | 1156.000000 | 7.000000 | 0.610000 | 1149.000000 |
| Karnov Group | 9 | -1.960000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Essity B | 2 | 0.350000 | 578.400000 | 4.400000 | 0.770000 | 574.000000 |
| Handelsbanken A | 5 | 0.500000 | 548.500000 | 2.500000 | 0.460000 | 546.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Securitas B | 6 | 0.980000 | 569.160000 | -0.840000 | -0.150000 | 570.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.370000 | 559.650000 | -2.350000 | -0.420000 | 562.000005 |
| Swedbank A | 3 | 0.080000 | 561.450000 | -2.550000 | -0.450000 | 564.000000 |
| CTEK | 13 | 2.030000 | 528.450000 | -5.550000 | -1.040000 | 533.999999 |
| SAAB B | 8 | 2.120000 | 3352.000000 | -25.000000 | -0.740000 | 3377.000000 |
| Sampo Oyj SDB | 7 | 0.740000 | 3790.500000 | -59.500000 | -1.550000 | 3850.000000 |
| International Petroleum Corp. | 5 | 2.690000 | 534.500000 | -60.070000 | -10.100000 | 594.565215 |
| Vivesto | 1368 | 1.280000 | 540.360000 | -72.640000 | -11.850000 | 612.999432 |
| OX2 | 18 | -1.470000 | 1512.000000 | -152.000000 | -9.130000 | 1663.999992 |
| Axfood | 13 | 0.590000 | 3576.300000 | -179.700000 | -4.780000 | 3756.000001 |
| Ovzon | 52 | 3.820000 | 3109.600000 | -252.400000 | -7.510000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.100000 | 3461.500000 | -349.500000 | -9.170000 | 3810.999990 |
| TOTAL | 46580.440000 | -308.130000 | -1.34602% | 46888.564618 |
Updated:¶
'2023-01-16 14:19:00.907539'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
